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Wells Fargo

1,872 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 680 increasing their positions, 716 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 115

30% more capital invested

Capital invested by funds: $87B → $113B (+$26.2B)

25% more funds holding in top 10

Funds holding in top 10: 84105 (+21)

19% more call options, than puts

Call options by funds: $4.21B | Put options by funds: $3.53B

7% more funds holding

Funds holding: 1,7561,872 (+116)

0.47% more ownership

Funds ownership: 69.76%70.23% (+0.47%)

5% less repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 716

Holders
1,872
Holders Change
+116
Holders Change %
+6.61%
% of All Funds
32.87%
Holding in Top 10
105
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25%
% of All Funds
1.84%
New
244
Increased
680
Reduced
716
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1301
First Nebraska Trust
Nebraska
$425K +$30.6K +864 +9%
GVAG
1302
Great Valley Advisor Group
Delaware
$425K +$384K +10,858 New
CTA
1303
Colonial Trust Advisors
South Carolina
$423K +$383K +10,827 New
BFO
1304
Biltmore Family Office
North Carolina
$422K -$49.6K -1,400 -11%
NAS
1305
Nicolet Advisory Services
Wisconsin
$422K -$425 -12 -0.1%
FWP
1306
FAS Wealth Partners
Kansas
$422K +$956 +27 +0.3%
FCIM
1307
Fairview Capital Investment Management
California
$421K -$28.4K -803 -7%
AC
1308
Annandale Capital
Texas
$421K -$991 -28 -0.3%
LA
1309
Lynch & Associates
Indiana
$420K +$35 +1 +0%
AIM
1310
Aspen Investment Management
Michigan
$419K -$3.72K -105 -1%
AWAP
1311
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$419K +$57K +1,610 +18%
BW
1312
Bison Wealth
Georgia
$418K -$22.3K -630 -6%
CT
1313
Chicago Trust
Illinois
$417K -$18.6K -525 -5%
BAM
1314
Barrett Asset Management
New York
$417K
OFG
1315
Oxford Financial Group
Indiana
$417K +$248 +7 +0.1%
JIC
1316
Joel Isaacson & Co
New York
$416K -$124K -3,501 -25%
SCA
1317
Snowden Capital Advisors
New York
$414K +$375K +10,599 New
OWIM
1318
Old West Investment Management
California
$414K +$91.1K +2,573 +32%
APG
1319
Abacus Planning Group
South Carolina
$413K +$374K +10,565 New
MBTD
1320
Mechanics Bank - Trust Department
California
$412K -$7.08K -200 -2%
DCM
1321
Donaldson Capital Management
Indiana
$411K -$33.4K -943 -8%
SIM
1322
SSI Investment Management
California
$411K -$177 -5 -0%
CAM
1323
Columbia Asset Management
Michigan
$410K
GTAM
1324
Global Trust Asset Management
Florida
$408K -$37.3K -1,053 -9%
MCCP
1325
Mission Creek Capital Partners
California
$407K -$30.9K -874 -8%

WFC Hedge Fund Activity: Q1 2021 in Review

1,872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2021, worth a combined $113B — up 30% from $87B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WFC positions and 115 closed out — a net gain of 129 holders — while 680 added to existing stakes and 716 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Berkshire Hathaway, cutting an estimated $1.83B.

  • 1,872 institutional investors held Wells Fargo (WFC) as of Q1 2021, up from 1,756 in Q4 2020.
  • Funds reported $113B of Wells Fargo stock for Q1 2021, up 30% quarter-over-quarter.
  • 244 funds opened new Wells Fargo positions in Q1 2021 and 115 closed out, a net change of +129 holders.
  • The largest Wells Fargo buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Wells Fargo seller in Q1 2021 was Berkshire Hathaway, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2021.